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Application only for US, UK CANADA Job Summary: Join our customer's team as an Investment Banking Modeling Analyst, contributing your deep transaction experience to help shape the future of finance and AI. In this high-impact, flexible role, you will transform real-world investment banking workflows into structured deliverables that power advanced financial decision systems for leading enterprises. Position is applied ony through the company website not on FREELANCER!! apply if acceptable Key Responsibilities: Convert complex investment banking and M&A processes into structured, knowledge-rich outputs Build, review, and annotate high-quality financial models (LBO, M&A, 3-statement, valuation) Create and refine investor-grade documents including IC memos, CIM sections, and diligence reports Assess and enhance AI-generated financial materials for deal accuracy and clarity Curate and structure datasets to train finance-focused AI engines Collaborate directly with product and engineering teams to capture authentic deal dynamics Uphold exceptional standards for written and verbal communication throughout all deliverables Required Skills and Qualifications: 2–7+ years of experience in Investment Banking, Private Equity, Venture Capital, Transaction Advisory, Corporate Development, or related fields Robust transaction exposure, including live deal execution, diligence, and advanced financial modeling Expertise in valuation methodologies: DCF, comparables, precedent transactions, and LBO Proven ability to produce clean, investor-ready work products Outstanding written and verbal communication skills, with special attention to detail and clarity Highly organized and skilled in working independently in remote, asynchronous environments Authorized to work in the US, UK, or Canada Preferred Qualifications: Experience with Infrastructure, Project Finance, Credit, Distressed, or Special Situations transactions Background in evaluating or developing tools at the intersection of finance and technology Track record of collaborating with cross-functional teams on innovative projects
Project ID: 40287761
2 proposals
Remote project
Active 6 days ago
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2 freelancers are bidding on average $128 USD/hour for this job

Hello! I am excited to present my proposal for the Investment Banking Modeling Analyst position at your esteemed company, open exclusively to candidates in the US, UK, and Canada. With 2–7+ years of experience in Investment Banking and a strong background in complex financial modeling, deal execution, and diligence, I am confident in my ability to contribute effectively to your team. My expertise lies in converting intricate investment banking processes into structured outputs, building high-quality financial models, and collaborating seamlessly with cross-functional teams to drive impactful financial decision-making. I look forward to the opportunity to further discuss how I can add value to your organization. Regards, CA. Swati Jain, CPA | Indian CA & CS
$105 USD in 40 days
3.6
3.6

Sector 80, India
Member since Apr 18, 2021
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